The Rate Guy Premature Pivot
Apr 15, 2024
In this podcast, they discuss the latest economic data, inflation trends, Powell's potential regrets, and the Fed's future moves. They analyze demand vs supply components of inflation, share insights on treasury rates, CPI, PPI, and interest rate projections, and predict future rate cuts based on evolving Fed sentiment.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
Data Mix-up Banter and Economic Indicators Analysis
02:42 • 3min
Analyzing Yield Impacts and Economic Indicators
06:11 • 2min
Analyzing Inflation Data and Predicting Future Rate Cuts
07:46 • 2min
Balancing Act: Inflation, Monetary Policy, and Market Reactions
09:21 • 17min
Analysis of Interest Rate Projections and Technical Resistance
25:53 • 2min